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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,683 | $166,089+76.8% | $164,928+78.1% | $145,978+101.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 13.72% | 100.26%-86.5pp | 70.08%-56.4pp | 550.52%-536.8pp |
| Employer contribution / active EE | $2,493 | $5,276-52.8% | $4,343-42.6% | $4,662-46.5% |
| Participant deferral / active EE | $2,264 | $6,961-67.5% | $6,034-62.5% | $6,690-66.1% |
| Admin fee / account holder | $7,053 | $16,641-57.6% | $12,684-44.4% | $13,400-47.4% |